NUMV vs SPY

ANUMV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · NUMV $14,380

Lowest cost0.09%SPY · $9 on $10k

Most income1.30%NUMV · $130 on $10k

Smallest drop−8.7%NUMV · worst fall in 1Y

Held in common3.8%NUMV and SPY

NUMV

SPY

Nuveen ESG Mid-Cap Value · $429MState Street SPDR S&P 500 ETF · $805B

+22.3%3 years · per year$18,285 · $19,132+24.1%

+7.5%5 years · per year$14,380 · $18,060+12.6%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

1.30%12-mo yield$130 · $99 on $10k0.99%

−8.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNUMV · SPY

2.6%URI0.1%

2.0%HPE0.1%

0.1%KMB0.1%

2.4%CAH0.1%

Held in common3.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$429M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ANUMV	Nuveen ESG Mid-Cap ValueRead Desk		0.31%	1.30%	+2.1%	+17.8%	+21.5%	+22.3%	+7.5%	−8.7%	$429M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMV vs SPY

NUMV

Nuveen ESG Mid-Cap Value

$14,380

SPY

SPDR S&P 500

$18,060

MeasureNUMVSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield1.30%0.99%

5 years, per year+7.5%+12.6%

3 years, per year+22.3%+24.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.6%12.9%

3–3measures won
level

3.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: NUMV, SPY

Today

3.8%most shared, NUMV and SPY

NUMVSPY

NUMV—3.8%

SPY3.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, NUMV

NUMV$130 − $31 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee